Director - Planned Giving - Bangor, United States - Northern Light Health Home Office

Description

Northern Light Health

Department:
Foundation

Position is located:

925 Union Street

Work Type:
Full Time

Hours Per Week:

40.00

Work Schedule:

7:30 AM to 4:00 PM


Summary :

The director of planned giving is responsible for developing and overseeing a comprehensive planned giving program for Northern Light Health Foundation and creating planned giving strategies for its member organizations.

This position is responsible for the development and monitoring of Northern Light Health planned giving policies, marketing efforts, and fundraising strategies to enhance and grow the philanthropic base of planned gifts to support each Northern Light Health member organization.

The director meets with donors, attorneys, trustees, and financial advisors to discuss opportunities to support Northern Light Health and its members through deferred or planned giving vehicles.

The position requires a background and knowledge of bequests, annual trusts, unitrusts, giving through retirement plans, and other pertinent future giving options.

The position involves a full range of donor cultivation duties, including working with Foundation staff to develop planned giving as a critical component of a strategic fundraising plan.

The position requires work with the lead philanthropy staff for each Northern Light Health member organization as part of a team to diversify funding resources and engage in long-term financial planning, including creation of endowment and other permanent financial resources and works with donors to secure major and planned gift support.

Responsibilities :

Research, identify, engage, and solicit donors and prospects to secure planned gifts for Northern Light Health and its member organizations.

Work with philanthropy leads for each Northern Light Health member organization to develop a targeted planned giving plan for each member organization.

Promote charitable gift annuity, endowment, bequest and other planned gift options to benefit Northern Light Health and its member organizations.

Develop and execute strategic and creative planned giving communications including articles, presentations, brochures and other marketing and educational materials to market planned gifts to donors in collaboration with the marketing and communications staff.

Establish and provide oversight for the Northern Light Health Foundation planned giving council and other recognition opportunities.
Manage a portfolio of major and planned gift donors and prospects.
Design and implement individual giving strategies, engage donors and prospects through written proposals, personal contacts, and visits.

Work within a key performance indicator environment to achieve quantifiable goals based on mutually agreed upon targets of irrevocable and revocable gifts while documenting prospect and donor actions and contacts through the Foundation's prospect management system.

Identify and participate in planned giving speaking engagements and opportunities throughout the state.
Provide regular internal educational planned giving presentations to Foundation staff and volunteers on planned gift options.

Work closely with professional advisors regarding charitable estate planning to educate about the work of Northern Light Health and its member organizations, and charitable gift options to enhance their clients' financial and estate plans.

Participate in continuing education to maintain current knowledge on changes in tax laws and other emerging issues in the planned giving field.

Maintain active participation in planned giving and philanthropy professional associations at state and national level.
Other Duties

Other Information :
Specialized training in financial and/or estate planning, tax law, and philanthropy.
Philanthropy-based experience in an integrated healthcare system highly desired.

Knowledge of planned giving vehicles, current trends in philanthropy, donor advised funds and basic estate and financial planning for individuals, including tax implications of charitable giving.

A strong work ethic coupled with an enthusiastic and passionate approach to the care Northern Light Health provides throughout Maine.

The ability to communicate effectively with physicians, other medical executives, and hospital leadership.
Achievement oriented, a team player, and a successful team builder.
Capable of developing and implementing clear goals, systems, and priorities.

Ability to work in a dynamic, fast-paced environment and skilled at developing relationships both internally and externally with various constituencies.

Public relations and marketing experience is a plus.
Thorough knowledge of and substantial experience with leadership, capital campaigns, and planned giving.
Able to deal effectively with people and inspire others to perform at a high level of efficiency and productivity.
Knowledge of Blackbaud Raiser's Edge/NXT preferred.
Proficiency in PG Calc, Crescendo, or similar planned giving software preferred.
Proficiency with computerized information management in the fundraising setting.
Possess strong oral, written, and organization skills, self-directed with ability to meet deadlines.
Flexible work schedule to include weekends, evenings and select holidays, as needed.
A preference shall be given to those with strong ties to Maine.
Membership in the Association for Healthcare Philanthropy, National Association of Charitable Gift Planners, and/or Maine Planned Giving Council preferred.
CFRE credential preferred.
Competencies and Skills

5+ years of relative work experience required.
5 years minimum of demonstrated fundraising experience in planned giving with increasing levels of responsibility.

Acts Strategically:

Creates effective plans that anticipate future consequences and opportunities and is able to connect the day to day operations to longer-term objectives, shifts in the industry, and system goals.

Applies Business Acumen:
Demonstrates knowledge of current and future trends that impact organizational success. Applies proven practices and business theories to get results that meet financial as well as other business goals. Recognizes opportunities for new services and products and acts accordingly, taking measured risks into consideration.

Possesses a thorough knowledge of their field and independently carries out their work in accordance with professional standards of the profession.

Demonstrates Adaptability:

Learns quickly when facing a new problem or unfamiliar task; is flexible in their approach with changing priorities and ambiguity.

Manages change effectively and does not give up during adversity. Capable of changing one's behavioral style and/or views in order to attain a goal. Absorbs new information readily and puts it into practice effectively.

Effectively Communicates:
Listens, speaks and writes appropriately, using clear language. Communication methods are fitting to the message(s), audience, and situation and follow-ups are regular and timely. Shows that important (non-) verbal information is absorbed and understood and asks further questions to clarify when necessary. Expresses ideas and views clearly to others and has ability to adjust use of language to the audiences' level.

Influences and Inspires:
Builds enthusiasm and commitment among others to move in a desired direction and models it personally. Creates a compelling vision of success that motivates workplace initiative and energizes others to follow. Provides direction and guidance to encourage cooperation between team members in order to attain an objective. Has the ability to appropriately influence others' actions and decisions with and without express authority.
Spreadsheet application with the ability to use calculations, formulas, graphing tools, pivot tables, and a macro programming.
Word processing, spreadsheets, data entry, database experience and other computer related skills.

Email application with the ability to manage email as well as calendars, managing tasks and contacts, note taking, journaling, and web browsing.

Presentation software with the ability to create presentations with the ability to incorporate animation, audio, video, time delays, as well as designing themes and variants with animations and effects.

MS Teams

Word process application with the ability to create and edit documents, format, use tables, apply footnoting, create table of contents and mail merge techniques.

Promotes Health and Safety:
Promotes a healthy and safe environment for patients, employees and visitors. Advocates and models healthy physical and mental health behaviors even in challenging circumstances.

Sets high quality standards and strives for continuous improvement and quality assurance by reporting and encouraging others to report near misses and safety issues.

Public Speaking
Seeks Process Improvement &

Applies System Thinking:
Possesses and gains insight into situations, problems and processes. Understands the interconnection between organizational elements. Deconstructs problems and systematically investigates the various components. Considers the impact of actions on the entire process/system. Detects problems and opportunities, recognizes important information, and links various data to trace potential causes and relevant details.

Serves Others:

Strives to understand, meet and exceed the expectations and requirements of internal and external customers which may include the people and communities in our service areas.

Develops and maintains relationships, alliances and coalitions within and outside the organization and leverages them in order to obtain information, support, and promote cooperation and collaboration.

Utilizes Resources Effectively:

Understands how to get the most out of available resources and uses cost-benefit thinking in decision-making and in setting priorities.

Monitors and analyzes resource usage to identify and eliminate areas of waste and maximize resources. As a leader, defines targets and provides appropriate means; oversees progress and makes adjustments when necessary. Appropriately delegates work, sets clear direction and manages workflow and time.
Zoom
Behaves with Integrity and

Builds Trust:
Acts consistently in line with the core values, commitments and rules of conduct. Leads by example and tells the truth. Does what they say they will, when and how they say they will, or communicates an alternate plan.

Cultivates Respect:
Treats others fairly, embraces and values differences, and contributes to a culture of diversity, inclusion, empowerment and cooperation.

Demonstrates Emotional Intelligence:
Exhibits a high level of self-awareness, self-management, other awareness and relationship management. Conducts themselves in an empathic, appropriate way, with a sense of humor and stimulates a collaborative work environment.

Is respectful of the attitudes, feelings, or circumstances of others and aware of the influence of their own behavior on them.

Is aware of relevant social, political, system, and professional trends and developments and uses this information for the organization's benefit.

Develops Self and Others:
Takes responsibility for engaging in professional self-development activities and programs.

Strives to gain insight into their own values, strengths and weaknesses, interests and ambitions and takes action in order to enhance competencies and skills when possible.

As a leader, encourages and guides employees towards growth opportunities to enhance performance and help them reach goals.

Reviews and analyzes employees' strengths and weaknesses to distinguish their talents and development needs, and to ensure they are enhanced appropriately.

Exercises Sound Judgment &

Decision Making:
Understands and processes complex information, which allows for appropriate and accountable conclusions. Does not react too quickly or slowly. Balances facts, goals, and potential approaches taking the appropriate criteria into account. Makes active decisions and commits oneself by communicating confidently and respectfully.

Fosters Accountability:

Creates and participates in a work environment where people hold themselves and others accountable for processes, results and behaviors.

Takes appropriate ownership not only of successes but also mistakes and works to correct them in a timely manner. Demonstrates understanding that we all work as a team and the quality and timeliness of work impacts everyone involved.

Practices Compassion:

Exhibits genuine care for people and is available and ready to help; displays a deep awareness of and strong willingness to relieve the suffering of others.

Resolves Conflict:
Promptly acts to find alternatives/solutions when team members disagree. Addresses issues in a direct, honest, and appropriate manner. Handles conflicting interests diplomatically and helps to solve them. Transforms difficult situations into teachable moments using respect and accountability.
Education

Required Bachelor's Degree required

Preferred Education:
Advanced degree in law, business, communications, organization management, or health.
Working Conditions
Work with computers, typing, reading or writing.
Prolonged periods of sitting.
Work beyond the regularly scheduled hours.
Lifting, moving and loading less than 20 pounds.

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